Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,134 | $112,932-73.3% | $103,065-70.8% | $74,478-59.5% |
| Participation rate | 48.5% | 80.8%-32.3pp | 80.6%-32.1pp | 67.2%-18.8pp |
| Annual return | 15.67% | 23.24%-7.6pp | 23.95%-8.3pp | 1370.56%-1354.9pp |
| Employer contribution / active EE | $1,906 | $4,881-60.9% | $4,675-59.2% | $2,626-27.4% |
| Participant deferral / active EE | $3,877 | $7,279-46.7% | $6,625-41.5% | $4,350-10.9% |
| Admin fee / account holder | $4,523 | $1,707+165.0% | $9,349-51.6% | $1,946+132.4% |